Adam Swinney, CFA

What Goes Up, Must Come Down: Mean Reversion in Commodities

Explore how a commodity portfolio can be built to emphasize diversification and rebalancing.

Midyear Commodity Outlook: Are Higher Rates Masking Tight Inventories?

Learn why the level of inventories can have a big impact on commodity prices, and relatively low inventories can lead to higher volatility across commodity markets.

While the Last Round in the Inflation Fight Might Be the Hardest, Don’t Expect Gold to Outperform

Read why we think it makes sense to prepare for bouts of unexpected inflation by including a modest allocation to diversified commodities in a resilient core portfolio.

2024 Commodity Outlook: Peak Rates and Inflation Give Way to a Sustainable Future

Read why we think commodities belong in a well-diversified portfolio, even after interest rates and inflation have peaked.

Stocks, Bonds, Cash, Commodities: Rethinking the Typical Core Portfolio

Many investors don’t think much about including commodities in their portfolio. Read why it can be an important tool for resiliency and diversification.